转自：前瞻产业研究院 行业主要上市公司：泰凌微(688591)、安凯微(688620)、思特威(688213)、士兰微(600460)、瑞芯微 (603893)、北京君正(300223)、全志科技(300458)等 本文核心数据：物联网芯片行业全产业链;区域热力图;代表性企业产业链布局 1、物联网芯片行业产业链全景梳理 从物联网芯片产业链上游来看，上游主要是原材料及设备供应商，为物联网芯片制造提供基础材料和芯 片制造所需的各类设备;产业链的中游主要是加工制造厂商，厂商根据物联网设备的不同应用场景和需 求，完成物联网芯片的设计、制造和封测，随后模组厂商将物联网芯片与其它电子元件集成在一起，终 端设备商将物联网模组集成到各种终端设备中，实现设备的智能化和互联互通;下游终端应用场景多元 化，物联网芯片广泛应用于智能城市、智能穿戴、工业物联网、消费电子与车联网等领域。 物联网芯片产业链上游原料及配料供应商主要有中芯国际、中环股份、南大光电、北方华创、芯源微和 电科装备等。中游的芯片制造生产商主要有中兴通讯、泰凌微、士兰微和紫光展锐等。产业链下游应用 服务商包括阿里云智能、中移物联网、海尔智能、小米等。 3、代表性企业 ...

《商道创投网》创业家会员·单位简介 《商道创投网》2025年6月3日从官方获悉：为旌科技近日完成了由君信资本出资的1亿元A2轮融资。此前，为旌科技已获得深创投连续四轮投资，华业天 成、元璟资本等知名半导体投资机构也持续参与其中。 君信资本负责人唐祖荣表示，为旌科技在高端SoC芯片领域展现出强大的技术实力和市场潜力。公司不仅掌握多项关键技术，还成功实现产品量产并获得行 业头部客户的高度认可。其团队背景深厚，具备丰富的行业经验，是推动国产芯片发展的重要力量。 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示，当前政府大力推动半导体产业的自主可控发展，出台了一系列支持政策，行业从业者积极响应，执行力度不断提升。本轮投资 为旌科技，不仅是对其技术实力和市场潜力的认可，也是对国产芯片发展的重要助力。管理人应秉持"食君之禄忠君之事"的理念，为出资人创造价值，同时 也为融资方提供全方位支持，助力其在激烈的市场竞争中脱颖而出。 为旌科技成立于2020年，是一家专注于高端智能感知SoC芯片研发的创新型企业。公司凭借AI计算、图像视觉、异构架构等核心技术，致力于成为端侧SoC 芯片的领军者。其产品广泛应用 ...

Core Viewpoint - The company, Guokewai, is planning to acquire a semiconductor foundry and custom chip manufacturing business, marking a significant step in the integration of the domestic chip industry [1][2][3] Company Overview - Guokewai was established in 2008 and is headquartered in Changsha, listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2017, and is recognized as a national-level integrated circuit design enterprise [1] - The company has focused on chip design and development using a Fabless model, outsourcing production processes to large professional integrated circuit manufacturers [1] - In 2024, Guokewai achieved a revenue of 1.978 billion yuan and a net profit of 97 million yuan, with a revenue of 305 million yuan and a net profit of 51.51 million yuan in Q1 2025, reflecting a 25% year-on-year growth [1] Industry Context - The semiconductor foundry industry is a critical manufacturing hub within the semiconductor supply chain, with China’s foundry sector experiencing rapid growth supported by national policies, although it still lags behind international standards, especially in advanced processes below 28nm [2] - The acquisition target operates in the "computer, communication, and other electronic device manufacturing" sector, specifically in "electronic device manufacturing," focusing on specialized semiconductor foundry and custom chip manufacturing [2] Strategic Move - The acquisition is seen as a crucial measure for Guokewai to overcome challenges posed by supply chain fluctuations and capacity limitations inherent in the Fabless model [2] - If successful, the acquisition will enable Guokewai to transition from a purely Fabless model to a partially Integrated Device Manufacturer (IDM) model, enhancing its competitive advantage across the entire chip industry chain [3]